Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Fund Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6094 Cr ₹3283 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 1995 11 Dec 2006
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open-ended
Benchmark BSE 250 Large MidCap Index NIFTY LARGE MIDCAP 250 TRI
Turn Over 62% %
Expense Ratio 1.89 1.93
Manager Atul Penkar Sanjeev Sharma
ISIN Code INF209K01165 INF966L01341
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Month 5.89% -0.62%
6 Month 26.02% 20.21%
1 Year 33.97% 60.9%
3 Year 11.63% 29.39%
5 Year 20.07% 29.99%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 14.89% 28.41%
3 Year 29.41% 63.79%
5 Year 58.13% 120.52%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 20.63% 30.27%
3 Year 44.08% 82.52%
5 Year 65.58% 126.28%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 13.91% 15.18%
Sharp 0.55% 1.39%
Beta 0.98% 0.97%
Alpha -3.78% 5.83%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Name Atul Penkar Sanjeev Sharma
Total AUM ₹21393 Cr ₹39731 Cr
Fund Manage 3 22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 0.93 14.22
Large Cap 51.01 44.7
Mid Cap 36.23 37.51
Small Cap 11.87 3.59

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 0.93 -4.42
Energy 9.55 16.03
Technology 5.78 5.65
Materials 3.24 5.25
Construction 4.45 -
Financial 22 24.01
Healthcare 3.71 7.82
Metals & Mining 3.64 12.35
Chemicals 1.33 -
Services 15.82 8.4
Capital Goods 9.01 7.25
Automobile 9.56 5.22
Consumer Staples 1.39 8.45
Consumer Discretionary 4.28 -
Communication 2.14 -
Insurance 0.8 4.01
Textiles 2.41 -

Top Comparisons

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns30.36%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns33.84%

Compare Now

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns29.59%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns33.13%

Compare Now

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns5.99%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

Compare Now
Request call back
Add to Cart Successfully